突发，英伟达H200对华解禁，老黄赢麻了

Core Insights - Nvidia's H200 chip has been approved for sale to China, with the condition of a 25% revenue share to the U.S. government, marking a significant development in the semiconductor industry [1][3][7] Group 1: Approval and Market Impact - The approval of the H200 chip allows Nvidia to maintain its market dominance while generating substantial revenue through the imposed 25% fee [7][15] - Following the announcement, Nvidia's stock price saw a slight increase, raising its market capitalization to $4.51 trillion [4] - The H200 chip's performance is six times that of the previous H20 model, making it suitable for training and inference tasks, although it still lags behind the latest Blackwell architecture [9][14] Group 2: Strategic Implications - The U.S. government's strategy aims to leverage high-performance chip exports to secure market dominance and establish technological standards centered around the U.S. [7][17] - Nvidia's CEO Jensen Huang has indicated that China represents a $50 billion market opportunity for the company, highlighting the significance of this approval [17] - The approval comes after Nvidia successfully lobbied against the inclusion of the "GAIN AI Act," which would have prioritized U.S. customers for AI chip supplies, indicating a favorable regulatory environment for Nvidia [17]